FTAI Aviation Ltd vs Royal Caribbean Cruises Ltd — how do they compare? FTAI Aviation Ltd trades at $229.51 (market cap $23.17B), while Royal Caribbean Cruises Ltd trades at $308.05 (market cap $82.15B). The key difference: Royal Caribbean Cruises Ltd is far larger — about 3.5× FTAI Aviation Ltd's market cap, and Royal Caribbean Cruises Ltd pays the higher dividend (1.63%). Which is the better fit depends on your goals.
| FTAI | RCL | |
|---|---|---|
Market Cap | $23.17B | $82.15B |
Sector | Industrials | Consumer Cyclical |
52-Week High | $310.04 | $365.84 |
52-Week Low | $140.40 | $246.71 |
Enterprise Value | $26.29B | $104.79B |
Dividend Yield | 0.89% | 1.63% |
Signals from Pluang's Aura AI — not financial advice
FTAI Aviation trades at $229.01, up 6.52% today, with a neutral technical signal and bearish moving averages. The stock shows strong profitability with a 15.94% net margin and 167.93% ROE, but valuation ratios are elevated (P/E 49.26, P/B 57.36). Recent Q2 2026 earnings missed expectations at $1.13 per share versus $1.38 expected, though revenue grew to $3.1B in 2026. The company announced a strategic collaboration for Boeing 737-800 freighters and a $1.465B gas turbine order, signaling growth initiatives.
Outlook remains positive with 100% analyst buy ratings and a $341.67 consensus price target, implying 49% upside. Key risks include earnings misses, declining EBITDA margins, and negative operating cash flow. The power segment's data center potential offers growth, but execution on guidance and leasing transition are critical for sustained performance.
Royal Caribbean (RCL) trades at $309.24, up 0.4% with a bullish technical signal. The company shows strong fundamental momentum with Q2 2026 EPS beating expectations at $4.21 vs. $3.98 estimate, and revenue growth accelerating from $8.8B in 2022 to $17.9B in 2025. Net income margin improved to 23.54% while ROE stands at 45.33%. Recent news highlights strong demand and record pricing for 2027 bookings, though geopolitical concerns have slightly tempered European outlook.
RCL presents a compelling growth story with robust earnings momentum and analyst consensus pointing to 11% upside to the $343.09 price target. Key risks include geopolitical impacts on European itineraries, elevated debt levels at $18.47B long-term, and capital-intensive fleet expansion. The stock's premium valuation at P/E 18.97 requires continued execution on growth targets to justify current levels.
Trailing returns across standard periods
FTAI Aviation owns and maintains a fleet of commercial aircraft and engines. It focuses on the specialized maintenance of the CFM56 engine, helping airlines reduce costs through efficient asset management.
Read more on FTAI →Royal Caribbean is the world's second-largest cruise company, operating 64 ships across five global and partner brands in the cruise vacation industry, with 10 more ships on order. Brands the company operates include Royal Caribbean International, Celebrity Cruises, and Silversea. The company also has a 50% investment in a joint venture that operates TUI Cruises and Hapag-Lloyd Cruises, allowing it to compete on the basis of innovation, quality of ships and service, variety of itineraries, choice of destinations, and price. The company completed the divestiture of its Azamara brand in the first quarter of 2021.
Read more on RCL →